JP WEALTH MANAGEMENT, INC.
CRD #129475 SEC #801-63273 MT. PLEASANT, SC 866-562-6969
SEC Registered
Total AUM
$252.4M
Discretionary
$252.4M
Employees
2
Clients
51
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $252.4M | $252.4M | $0 | 2 | 0 |
| Mar 2024 | $216.4M | $216.4M | $0 | 2 | 0 |
| Sep 2023 | $227.3M | $227.3M | $0 | 2 | 0 |
| Mar 2023 | $227.3M | $227.3M | $0 | 2 | 0 |
| Jul 2022 | $233.9M | $233.9M | $0 | 2 | 0 |
| Mar 2022 | $233.9M | $233.9M | $0 | 2 | 0 |
| Mar 2021 | $299.6M | $299.6M | $0 | 2 | 0 |
| May 2020 | $295.9M | $295.9M | $0 | 2 | 0 |
| Mar 2020 | $295.9M | $295.9M | $0 | 2 | 0 |
| Mar 2019 | $241.9M | $241.9M | $0 | 6 | 0 |
| Oct 2018 | $175.3M | $175.3M | $0 | 6 | 0 |
| Mar 2018 | $175.3M | $175.3M | $0 | 6 | 0 |
| Mar 2017 | $173.3M | $173.3M | $0 | 5 | 26 |
| Mar 2016 | $173.2M | $173.2M | $0 | 6 | 26 |
| Sep 2015 | $178M | $178M | $0 | 5 | 26 |
| Mar 2015 | $178M | $178M | $0 | 5 | 26 |
| Mar 2014 | $147.9M | $147.9M | $0 | 5 | 26 |
| Mar 2013 | $142.6M | $142.6M | $0 | 5 | 26 |
| Apr 2012 | $145.3M | $145.3M | $0 | 6 | 26 |
| Mar 2012 | $145.3M | $145.3M | $0 | 6 | 26 |
| Mar 2011 | $148.5M | $148.5M | $0 | 10 | -- |
| Mar 2009 | $153.2M | $153.2M | $0 | 5 | -- |
| Mar 2008 | $213.8M | $213.8M | $0 | 5 | -- |
| Mar 2007 | $186.6M | $186.6M | $0 | 5 | -- |
| Feb 2006 | $170M | $170M | $0 | 5 | -- |
| Jan 2006 | $160M | $160M | $0 | 5 | -- |
| Jun 2004 | $65M | $65M | $0 | 5 | -- |
DateMar 2025
Total AUM$252.4M
Discretionary$252.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$233.9M
Discretionary$233.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$233.9M
Discretionary$233.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$299.6M
Discretionary$299.6M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees6
Clients26
DateSep 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees5
Clients26
DateMar 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees5
Clients26
DateApr 2012
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--